Brandywine Oak Private Wealth’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Brandywine Oak Private Wealth’s Portfolio SHYD Stock Details SHYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$307K	Buy	13,404 +23	+0.2%	+$523	0.02%	198
2026 Q1	$303K	Hold	13,381	–	–	0.03%	189
2025 Q4	$307K	Buy	13,381 +314	+2%	+$7.17K	0.03%	189
2025 Q3	$299K	Hold	13,067	–	–	0.03%	193
2025 Q2	$295K	Sell	13,067 -791	-6%	-$17.7K	0.03%	192
2025 Q1	$312K	Hold	13,858	–	–	0.03%	183
2024 Q4	$312K	Sell	13,858 -2,756	-17%	-$62.5K	0.03%	185
2024 Q3	$377K	Sell	16,614 -1,243	-7%	-$28K	0.04%	176
2024 Q2	$399K	Sell	17,857 -397	-2%	-$8.83K	0.04%	162
2024 Q1	$409K	Hold	18,254	–	–	0.04%	164
2023 Q4	$404K	Sell	18,254 -3,768	-17%	-$81.9K	0.04%	164
2023 Q3	$476K	Sell	22,022 -2,155	-9%	-$47.5K	0.06%	148
2023 Q2	$539K	Sell	24,177 -420	-2%	-$9.34K	0.06%	149
2023 Q1	$548K	Sell	24,597 -11,488	-32%	-$257K	0.06%	151
2022 Q4	$804K	Sell	36,085 -131	-0.4%	-$2.88K	0.1%	113
2022 Q3	$788K	Sell	36,216 -1,003	-3%	-$22.7K	0.11%	110
2022 Q2	$835K	Sell	37,219 -20,524	-36%	-$464K	0.11%	118
2022 Q1	$1.34M	Sell	57,743 -12,785	-18%	-$309K	0.15%	99
2021 Q4	$1.77M	Buy	70,528 +12,204	+21%	+$306K	0.19%	82
2021 Q3	$1.46M	Sell	58,324 -66	-0.1%	-$1.68K	0.17%	91
2021 Q2	$1.49M	Buy	58,390 +19,580	+50%	+$494K	0.17%	90
2021 Q1	$971K	Buy	38,810 +23,181	+148%	+$581K	0.14%	98
2020 Q4	$387K	Buy	15,629 +1,531	+11%	+$37.4K	0.06%	165
2020 Q3	$343K	Buy	14,098 +1,809	+15%	+$43.9K	0.06%	173
2020 Q2	$292K	Buy	12,289 +1,669	+16%	+$38K	0.05%	179
2020 Q1	$239K	Sell	10,620 -216,870	-95%	-$5.31M	0.05%	191
2019 Q4	$5.73M	Sell	227,490 -5,579	-2%	-$140K	1.04%	20
2019 Q3	$5.87M	Buy	233,069 +9,327	+4%	+$235K	1.11%	20
2019 Q2	$5.61M	Buy	223,742 +12,061	+6%	+$299K	1.12%	20
2019 Q1	$5.23M	Buy	211,681 +27,920	+15%	+$682K	1.09%	21
2018 Q4	$4.54M	Buy	+183,761	New	+$4.43M	1.02%	21

Other funds holding SHYD

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Brandywine Oak Private Wealth's SHYD Position: Q2 2026 in Review

Brandywine Oak Private Wealth increased its VanEck Short High Yield Muni ETF (SHYD) stake by 0.17% in Q2 2026, buying an estimated $523 and bringing the position to 13,404 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #198.

Brandywine Oak Private Wealth first reported a position in SHYD in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.87M in Q3 2019. 154 funds tracked by Wall St. Rank hold SHYD as of Q2 2026.

Brandywine Oak Private Wealth held 13,404 shares of VanEck Short High Yield Muni ETF worth $307K as of Q2 2026.
Brandywine Oak Private Wealth bought 23 VanEck Short High Yield Muni ETF shares in Q2 2026, an estimated $523.
VanEck Short High Yield Muni ETF made up 0.02% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #198 holding.
Brandywine Oak Private Wealth first reported a position in VanEck Short High Yield Muni ETF in Q4 2018 and has held it in 31 quarters since.
Brandywine Oak Private Wealth's VanEck Short High Yield Muni ETF position peaked at $5.87M in Q3 2019.
154 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.